DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $6.8M | 2026 | ||||||
| 2026 | |||||||
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC Registered adviser · RIA / Wealth · 801-112009 Also on Allocators | CARMEL, | $6.2B | 25 | 2017 | |||
| WINCHESTER, | $1.4B | 8 | 2015 | ||||
| WOODSTOCK, | $19.8M | 2026 | |||||
SHEPHERD INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched SHEPHERD INVESTMENT MANAGEMENT LLC | $3.2M | 2026 | |||||
| Cincinnati, | 517 | ||||||
| $42.0M | 1 | 3 | |||||
| $71.8M | 423 | 2012 | |||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.